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Is Onex’s Exit And CEO Insider Sale Altering The Investment Case For Ryan Specialty Holdings (RYAN)?

Simply Wall St · 2d ago
  • In December 2025, Onex Corporation sold its remaining 3.19% stake in Ryan Specialty Holdings for approximately US$230 million, with Onex CEO Bobby Le Blanc set to retire from the board in February 2026 following the exit.
  • At the same time, CEO Timothy William Turner’s US$6.95 million insider share sale, linked to a divorce settlement, coincided with fresh analyst scrutiny on Ryan Specialty’s margin pressures and growth outlook.
  • We’ll now examine how Turner’s sizable insider sale and the end of Onex’s involvement could influence Ryan Specialty’s investment narrative.

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Ryan Specialty Holdings Investment Narrative Recap

To own Ryan Specialty, you need to believe in the long term shift toward complex specialty insurance and the company’s ability to turn that flow into profitable growth despite thinner margins today. Onex’s full exit and CEO Timothy Turner’s US$6.95 million divorce-related share sale do not materially change the near term story, where the key catalyst is execution on platform investments and the biggest risk is sustained margin pressure from soft property pricing.

Against this backdrop, Mizuho’s recent initiation with a Neutral rating, highlighting that heavy platform spending supports organic growth but pressures margins, feels particularly relevant. It underlines that the same investments investors are watching as a potential upside driver are also tightening near term profitability, at a time when analysts are increasingly focused on how Ryan Specialty will balance growth initiatives with cost discipline.

Yet while the long term specialty opportunity is appealing, investors should be aware of how prolonged soft property pricing could...

Read the full narrative on Ryan Specialty Holdings (it's free!)

Ryan Specialty Holdings’ narrative projects $4.5 billion revenue and $1.1 billion earnings by 2028.

Uncover how Ryan Specialty Holdings' forecasts yield a $66.53 fair value, a 23% upside to its current price.

Exploring Other Perspectives

RYAN 1-Year Stock Price Chart
RYAN 1-Year Stock Price Chart

Five members of the Simply Wall St Community currently place Ryan Specialty’s fair value anywhere between about US$19 and US$159 per share, reflecting very different expectations. As you weigh those views against the risk that extended property pricing weakness could pressure organic revenue and net margins, it is worth exploring several perspectives before deciding how this business might fit into your portfolio.

Explore 5 other fair value estimates on Ryan Specialty Holdings - why the stock might be worth less than half the current price!

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.